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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,857 | $87,106-25.5% | $105,607-38.6% | $80,935-19.9% |
| Participation rate | 62.2% | 70.4%-8.3pp | 75.3%-13.1pp | 67.7%-5.5pp |
| Annual return | 9.36% | 17.01%-7.6pp | 116.11%-106.7pp | 35.66%-26.3pp |
| Employer contribution / active EE | $457 | $2,396-80.9% | $3,167-85.6% | $2,757-83.4% |
| Participant deferral / active EE | $3,215 | $3,986-19.3% | $5,011-35.8% | $4,299-25.2% |
| Admin fee / account holder | $23,708 | $8,447+180.7% | $10,958+116.4% | $6,924+242.4% |